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Note: Servicing Platform Transfer

If you have Direct Loans, your account will be transferred to our new servicing platform this year. After you receive notification that your account has been transferred to our new servicing platform, you will still be able to access Manage My Account (MMA) to obtain documentation from before the system transfer, such as previous tax information, past statements received, and payment history. Access will continue to be available until August 31, 2023.

Tax FAQs

You can view and print a copy of your 1098-E tax form by accessing the "Documents" section of  Manage My Account.

You may be able to deduct interest paid on eligible student loans. Edfinancial's customer service representatives cannot provide tax advice. If you have questions about allowable deductions for the interest or origination fees paid on your loan(s), please contact the Internal Revenue Service (IRS) toll free at 1-800-829-1040, or a tax professional.

Only the amount of interest you paid and the tax ID (EIN) number are required to file your taxes. The actual IRS Form 1098-E is not required.

Edfinancial utilizes more than one tax ID (EIN) number based on the owner of your loan(s). After tax information becomes available, you may view the tax ID number that applies to your specific loan(s) by reviewing your 1098-E tax form.

Tax information is available online in the  Manage My Account (MMA) borrower portal. After logging into MMA, select "Documents" in the top navigation and then select "Tax Info" to view or print a copy of your IRS Form 1098-E.

Edfinancial's customer service representatives cannot provide tax advice. Please contact a tax professional, or contact the IRS at 1-800-829-1040 or www.irs.gov.

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